Wealthpaver

Fee-Only (% of Portfolio)

Wefea Capital LLC has created a technology platform called Wealth Paver to help students repay their student loans earlier through investment management. Clients complete a risk management profile to determine their investment strategy (Conservative, Moderate, or Aggressive). Wefea Capital manages the account on a discretionary basis, purchasing securities such as ETFs, mutual funds, and government securities. Clients can monitor their account online and select the term length for their investment. A minimum of $50 is required to open and maintain an account.

Assets Under Management$41K
Clients24
Advisors1
Avg. per Client$1.7K
Avg. per Advisor$41K

Fee Structure

Minimum Investment:$50
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Wealthpaver | TrueAdvisor